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Disclosery

CWM, LLC: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on DFAT, newest first. How the timeline and the estimate are built.

CWM, LLC held 106,634 DFAT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 106,634 shares
    Change vs previous 13F +9,961 shares

    0.02% of the 13F portfolio, value $6,659,309.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 96,673 shares
    Change vs previous 13F +45,685 shares

    0.02% of the 13F portfolio, value $5,756,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 50,988 shares
    Change vs previous 13F -2,138 shares

    0.01% of the 13F portfolio, value $2,968,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 53,126 shares
    Change vs previous 13F -3,354 shares

    0.01% of the 13F portfolio, value $2,867,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 56,480 shares
    Change vs previous 13F +2,038 shares

    0.01% of the 13F portfolio, value $2,908,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 54,442 shares
    Change vs previous 13F -163 shares

    0.01% of the 13F portfolio, value $3,030,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 54,605 shares
    Change vs previous 13F -5,449 shares

    0.01% of the 13F portfolio, value $3,038,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 60,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,115,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).